Aslam Mukhtiar is a Series 65-licensed financial advisor at Alphacopia with four years of industry experience. He has previously worked at U.S. Bank for eight years before joining Alphacopia Investments LLC, where he has been since 2021. Alphacopia serves individual investors, banks, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, wealth planning, and investment consulting. The firm employs a tactical allocation strategy utilizing fundamental and technical analysis across various instruments and manages both separately managed accounts and pooled vehicles, including hedge-fund style investments.

Bryan Pattee is a financial advisor with AlphaCopia, holding a Series 65 designation and four years of industry experience. His prior work includes roles at US Bank and Siol Wealth Advisors, LLC. Bryan is currently associated with Alphacopia Investments LLC, where he has been involved since 2021. AlphaCopia serves individual investors, banks, trusts, estates, charitable organizations, and other business entities, offering discretionary portfolio management, wealth planning, investment consulting, and sub-advisory services. The firm employs a tactical allocation strategy, incorporating fundamental and technical analysis across various instruments, including options and futures, and manages both separately managed accounts and pooled vehicles.

Ryan Sheets is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes over a decade with various Transamerica entities. Outside of his advisory role, he is an owner of a storage shed business near Lake Traverse, Minnesota. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing managed and non-discretionary investment advice supported by proprietary software and model portfolios developed with Morningstar Investment Management.

Kurt Stein is a financial advisor at Edward Jones in Annandale, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jack Magrum is a Series 66 licensed financial advisor with LPL Financial, based in Annandale, MN, and has two years of industry experience. His prior roles include work at Lake Central Bank and Enterprise Rent-A-Car. He also has a background spanning education and retail, including ten years at local schools and four years at O'Brothers Wine & Spirits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

James Bidwell is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial since 2021. He has prior experience at Waddell & Reed Inc. and various insurance carriers, and has operated a non-variable insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Luke Gagnon is a Series 66-licensed financial advisor with Ameriprise in Annandale, MN, bringing 19 years of industry experience. He has been with Ameriprise since 2007. Outside of his advisory role, Gagnon coaches football at a local school. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mary Stang is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise since 2012, including six years at the current firm location in Annandale, MN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, combining proprietary investment research and third-party data to guide asset allocation, withdrawal strategies, and Social Security options.

Don Guggemos Jr. is a CFP®-designated financial advisor with Ameriprise, based in Winsted, MN, and has 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several local boards, including the Priests' Pension Plan Board of Trustees and the Winsted Area Chamber of Commerce, and is involved in religious education and veterans' organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and integrated portfolio analysis. The firm employs a centralized consulting team that combines research, modeling, and algorithmic tools to generate tailored retirement recommendations.

Joel Hillmann is a financial advisor with Thrivent Investment Management in Cokato, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm provides holistic, goal-based financial planning across various topics, allowing clients to combine planning with managed accounts while keeping these services separate.

John Volden Jr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020. Prior to that, he spent six years at Cetera and has been associated with Lake Central Bank since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Michael Gagnon is a CFP® professional with 36 years of industry experience, currently advising at Ameriprise since 2020. He previously worked within Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Gagnon serves on the finance committee of St. Mary’s Catholic Church in Waverly, MN, and participates in local community baseball team activities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Kate Kilpela is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at SagePoint Financial, Five Star Financial, and other firms prior to joining OSAIC. Kilpela also serves as a registered representative at Linder Financial Resources, where she leads client meetings and assists in trade processing. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Samuel Kittock is a financial advisor with Ameriprise in Howard Lake, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA, spanning four years. Before entering finance, he worked in management roles at Little Caesars and at North Dakota State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.